Mount Yale Investment Advisors’s Hubbell HUBB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$564K Buy
1,381
+757
+121% +$309K 0.04% 313
2025
Q1
$206K Sell
624
-55
-8% -$18.2K 0.02% 514
2024
Q4
$284K Sell
679
-21
-3% -$8.8K 0.02% 457
2024
Q3
$300K Sell
700
-6
-0.8% -$2.57K 0.03% 435
2024
Q2
$258K Buy
706
+3
+0.4% +$1.1K 0.02% 472
2024
Q1
$292K Buy
703
+64
+10% +$26.6K 0.02% 455
2023
Q4
$210K Sell
639
-3
-0.5% -$987 0.02% 467
2023
Q3
$201K Sell
642
-1
-0.2% -$313 0.02% 477
2023
Q2
$213K Buy
+643
New +$213K 0.02% 454